Investment Planning in Orlando
The Best Investment Options for Your Needs
There are so many different types of investments—small-cap stocks, short-term bonds, mutual funds, value stocks, real estate investments, and commodities to name just a few of the broader categories. These investments each have different historical rates of returns and investment potential. For example, there are over 63,000 publicly traded stocks and over 72,000 different mutual funds. The wealth management process of selecting investments is an intricate one and should be handled by an investment planner who gives sound financial advice and follows a fiduciary standard.
To ensure that we are matching you with the best investment plan, we look at your:
- Investment Goals
- Objectives
- Risk Tolerance
- Time Horizon
Our financial planners then compare the available options and recommend a portfolio that fits your specific investment management needs. Too often in today’s world, clients are told exactly what they want to hear rather than what they need to hear. To have a successful retirement income solution, your investment management must match your retirement needs for the rest of your life.
Diversifying Your Investment Portfolio
The next step is to ensure that your investments are properly diversified. In our view, a mutual fund typically presents the best, most cost-effective option for diversification for the individual to achieve diversification. A mutual fund is typically made from around 100 to 200 different stocks, bonds, or both.
Our certified financial fiduciaries utilize actively managed funds whereby the underlying holdings change on a daily basis in reaction to the economic conditions and fundamental research performed by the team of professional money managers. Our typical client owns a variety of funds, each with different objectives.
If We Don’t Own It, We Won’t Recommend It
